Last Updated
Overview
IRS Solutions streamlines the tax resolution process with features like automated transcript monitoring and OIC calculators. Although it focuses exclusively on federal tax issues, limiting state-specific actions, its specialized toolset provides unmatched support for IRS dealings. Nonetheless, IRS Solutions empowers agents to resolve cases with greater speed and precision.
Overall Rating
Based on 25 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
IRS Solutions Specifications
- Invoice Management
- Billing and Invoicing
- Alerts/Notifications
- Customizable Reports
What Is IRS Solutions?
IRS Solutions is a comprehensive Tax Resolution software designed to help tax professionals streamline their workflow. It automates the retrieval of IRS transcripts and provides tools for managing offers in compromise (OIC) and installment agreements. The platform enables users to monitor client status proactively and reduces manual data entry. IRS Solutions allows firms of all sizes to handle more cases efficiently and increase revenue by simplifying complex tax processes.
IRS Solutions Pricing
The IRS Solutions cost ranges across the following three plans:
- Solo Practitioner: $159/month
- Multi-User License: $318/month
- Enterprise: Custom quote
Disclaimer: The pricing is subject to change.
IRS Solutions Integrations
Who Is IRS Solutions For?
IRS Solutions is ideal for a range of professionals across accounting and enterprise tax firms, including:
- Tax preparers
- Attorneys
- Certified public accountants
- Enrolled agents
- Tax resolution specialists
Is IRS Solutions Right For You?
IRS Solutions is a specialized software platform designed to assist tax professionals in managing and resolving client tax liabilities. The system automates critical tasks such as transcript retrieval and financial analysis, significantly reducing the time spent on manual data entry. IRS Solutions enables firms to handle increased caseloads efficiently while ensuring accuracy in complex tax resolution matters by providing tools for OIC and penalty abatements. For such and many other robust qualities, the platform has been recognized as the “Best Ease of Use” by Capterra and as the “Leader for Fall 2025” by Slashdot.
Still not sure about IRS Solutions? Contact our support team at (661) 384-7070 for further guidance.
IRS Solutions Features
Tax Resolution Management
The software enables professionals to manage complex cases efficiently by integrating directly with IRS systems for transcript retrieval. It provides instant analysis and recommends the best solutions for OIC and installment agreements, ensuring accurate case resolution.
IRS Advance Notice
IRS Solutions supports proactive client monitoring through continuous surveillance of IRS transcripts. It alerts users to potential audits, liens, or passport certifications months in advance. In this regard, it allows firms to address compliance issues before the client receives an official notice.
Client Management
The platform offers a secure, custom-branded portal where clients can easily upload documents and view their case status. This feature streamlines communication by centralizing all necessary forms and information, reducing the need for back-and-forth emails.
Invoicing And Payment
IRS Solutions facilitates seamless billing processes by allowing users to generate and send branded invoices directly. The system integrates payment processing options to help firms track receivables and improve cash flow without switching to a separate application.
Pros And Cons of IRS Solutions
Pros
Its automated IRS transcript downloads save time
Offers a robust, secure client portal for document sharing
Comes with integrated invoicing and payment processing
Cons
Requires multiple logins for complex cases
Its reporting features could benefit from deep customization options
IRS Solutions Reviews
Total 25 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Accounting, 1-10 employees
Less than 6 months
“Amazing tool”
Pros
Having a former IRS Revenue Officer behind the product really makes a difference. Since I come from the same background I can tell he understands exactly what the IRS expects and has designed the software around those requirements.
Cons
Something that bothered me before was that not every document could be e-signed within IRS Solution but that has since been updated.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Accounting, 1-10 employees
More than a year
“handy workarounds”
Pros
The workaround options are really convenient and whenever I reach out with a suggestion I get a timely response. Shoutout to the team!
Cons
Nothing really comes to mind. If something isn't connecting support usually steps in and resolves it in a way that makes things lighter for me.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Accounting, 1-10 employees
Less than 6 months
“reliable tax workflow”
Pros
Getting started with this software didn't take much time at all. It's affordable covers all the features you need and the integration works extremely efficiently. Security is clearly treated as a top priority and the way client management and tax management work together makes the whole process feel very well connected. Also the support has been wonderful.
Cons
Would like a chat feature so communication with clients could be quicker and more convenient. My clients usually respond much faster to chats than they do to emails.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What language does IRS Solutions support?
IRS Solutions is primarily available in English.
Does IRS Solutions offer an API?
Yes, IRS Solutions offers an API.
What other apps does IRS Solutions integrate with?
Besides its integration with IRS systems, IRS Solutions supports integration with CPACharge.
Does IRS Solutions have a mobile app?
No, IRS Solutions does not offer a standalone mobile app.
What level of support does IRS Solutions offer?
IRS Solutions provides support through email, phone, form submission, and general resources, such as blogs, webinars, FAQs, and videos.
What types of pricing plans does IRS Solutions offer?
The IRS Solutions price ranges across the following plans: Solo Practitioner ($159/month), Multi-User License ($318/month), and a custom-based Enterprise. Request a personalized IRS Solutions pricing quote for your business.
Who are the typical users of IRS Solutions?
The typical users of IRS Solutions features are a range of professionals across accounting and enterprise tax firms, including tax preparers, attorneys, certified public accountants, enrolled agents, and tax resolution specialists.